+5.9%
AMZN vs HOOD
-1.1%
+7.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.5% |
| 7D | -1.0% | +7.7% | -8.8% | -2.2% |
| 30D | -9.2% | +22.0% | -31.2% | -12.3% |
| 3M | +3.4% | +37.6% | -34.3% | -2.5% |
| 6M | +18.2% | +45.3% | -27.1% | +9.2% |
| YTD | +9.3% | +1.9% | +7.4% | +7.6% |
| 1Y | +5.9% | -2.7% | +8.7% | +8.3% |
| All | +5.9% | -1.1% | +7.0% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HOOD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling